The Investment Services Toolbox: Avoiding “Maslow’s Hammer” “I suppose it is tempting, if the only tool you have is a hammer, to treat everything as if it were a nail.” American psychology pioneer Abraham Maslow introduced the phrase to modern culture in his 1966 book, The Psychology of Science, but the idea has been attributed to … Read More

Taking the fear out of retiring is one of the main reasons to enlist the services of a financial planner. Knowing when you are able to retire securely requires careful thought and planning. A good financial planner provides the consulting needed, as well as a detailed action plan, based upon sophisticated software. These tracking tools … Read More

When it comes to your retirement nest egg, how do you REALLY know that you’ve got your investments allocated in the correct retirement vehicle? This may come as a shocker, but you probably don’t and it’s NOT your fault! It’s a result of marketing programs for investment products and their often misleading names! I so … Read More

Monthly Newsletter

Krista McBeath

Our Contact Information

Investment advisory services offered through Motiv8 Investments, LLC and McBeath Financial Group, a Registered Investment Advisory Firm. Insurance products and services are offered through McBeath Tax and Financial Services, LLC. McBeath Financial Group and McBeath Tax and Financial Services, LLC. are affiliated companies. Licensed Insurance Professional. All written content on this site is for information purposes only. Opinions expressed herein are solely those of McBeath Financial Group and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual financial professional prior to implementation. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Illinois or where otherwise legally permitted.Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.